Pipedrive Data Studio dashboard template — Data Studio template preview
Data Studio template

Pipedrive Data Studio dashboard template

By Coupler.io

Email & CRM Free

Best for: For sales teams using Pipedrive who want real-time deal, forecast, and team performance reporting.

Overview

This Data Studio dashboard template tracks Pipedrive sales performance by monitoring deals, revenue forecasts, and team metrics. It covers deal progression with probability-weighted forecasting, open deal aging and rotten-day indicators, and can bridge marketing spend to sales outcomes through a customer acquisition funnel. Coupler.io keeps the report synchronized with Pipedrive automatically.

Who it's for

For sales teams using Pipedrive who want real-time deal, forecast, and team performance reporting.

Questions it answers

  • How many deals are won over time and what is forecast?
  • Which open deals are aging or stalled?
  • Which channels generate deals that actually convert?
  • Which reps have the highest win rates?

What's inside

4 report pages:

1Customer acquisition funnel report
2Sales performance tracking report
3Pipeline health analysis report
4Team performance comparison report

Key features

  • Deal progression and revenue forecasting
  • Open deal aging and rotten-day flags
  • Probability-weighted pipeline health
  • Lead source acquisition funnel
  • Rep win-rate comparison
  • Automated Pipedrive data refresh

Set it up in minutes

  1. Make a copy of the template.
  2. Connect your sources through Coupler.io — 400+ integrations, no code.
  3. Your dashboard populates and refreshes automatically in Data Studio (also available for Sheets, Power BI and Tableau).

FAQs

Is the template free?
Yes — the template is free to copy and use. Coupler.io's connectors power the data and may need a paid plan after the free trial.
Do I need technical skills?
No. Connect your accounts through Coupler.io and open the report — nothing is built from scratch.
Can I customise it?
Yes. Once you copy it, edit the charts, metrics, filters, colours and layout to match your reporting.
How often does the data update?
It refreshes automatically on a schedule through Coupler.io, so the dashboard stays current without manual exports.
Which destinations are supported?
The same dashboard is available for Looker Studio (Data Studio), Google Sheets, Power BI and Tableau.
Which data sources can I connect?
Coupler.io connects 400+ marketing and business sources, so you can extend the template well beyond its default connector.
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